New Client Questionnaire

Name

Email Address

Phone Number

1) Let’s talk about goals. What are the 2 or 3 most important things you want to accomplish with regards to your finances?

2) Tell us about the assets that you have accumulated to this point. Where are they located and how are they invested?

3) Tell us about how you feel about risk and volatility. We have ideas to share with you about how we view risk and volatility, but we want to know how you view things.

4) Tell us about what is your time frame to achieve your goals. What do you want to accomplish first? Then, what comes next after that?

5) Tell us about your past experiences with investing. What has worked and what has not. Have you worked with an advisor before? What have you liked (if anything) and what have you not liked?

We invite you to a complimentary consultation with our Chief Investment Officers. Please select your preference:

In person, indicate a date and time:

Date

By phone, indicate a date and time:

Date

Thank you for submitting your questionnaire, our Client Relations Department will contact you to confirm your complimentary consultation appointment.

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